Moneek Ashat
Senior Personal Banker @TD
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WORK HISTORY
Senior Personal Banker @TD
Brantford, ON, CA
EDUCATION
University of Windsor
Bachelor of Commerce - BCom
SKILLS
ABOUT MONEEK ASHAT
With over seven years of experience in the banking industry, I am passionate about helping customers achieve their financial objectives and aspirations. I have developed expertise in providing high-level financial solutions from a range of available investment and credit banking products. I am motivated by TD\'s mission to enrich the lives of customers, communities, and colleagues, and I strive to bring diverse perspectives and experiences to the team. As a Senior Personal Banker at TD, I play a key role in advising customers on financial matters, increasing their financial confidence, and building long-term relationships. I work closely with existing and prospective customers to provide financial reviews, discuss portfolio updates, and suggest additional personalized solutions based on their financial goals. I also stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct, and participate in process improvement opportunities to protect the bank and the customer. Some of the skills that I use daily are client relations, organization skills, and written communication.
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